Episodes
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Whatever it is that you're worried about financially - you're not alone. And if you look around at your peers and feel like you're behind, know that it many cases, there's more going on in other people's financial lives than meets the eye.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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Financial planning for couples will help you get on the same financial page, set ambitious and extraordinary goals, and achieve them.
Usually, the results that couples get from my financial planning process occur in four distinct phases. We discuss each of them in this week's episode.
Episode 136 - Measuring Results in Financial Planning for Couples
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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Missing episodes?
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We've done a few different episodes on how couples should set up your bank accounts and how they should budget... but we've spent very little time talking about how couples should *manage* their budget.
In this episode, I share my proven, four-step process for couples to manage their money together - in only twenty minutes per month!
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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Yes, there is a reason we're talking about New Year's Resolutions in September. Tune into the episode to learn more!
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Past episodes mentioned:
#105, Summer Vacations Shouldn't Derail Your Savings Plan https://open.spotify.com/episode/7whumRAezAavz7TtIkGwXh?si=158a1938bdce4e8c
#107, Make Faster Financial Progress by Slowing Down https://open.spotify.com/episode/52xWAmc9mZOvyHwg2JjMZQ?si=ad7bbfd37e604de4
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There are a lot of financial decisions when you get married. Here are 35 tips to help you and your spouse handle your newlywed finances.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact/
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Most couples dislike budgeting... and not coincidentally, most couples approach budgeting the wrong way. In this episode, learn the right way to build a budget as a couple - without fighting about money - in a way that you'll actually stick with!
To access the resources mentioned in this week's episode, email me: [email protected]
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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If you and your spouse have ever felt paralyzed by big, difficult financial choices, this episode is for you. Learn two (and a half) specific exercises you can use to improve your financial decision-making in your marriage.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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Debt can drive a wedge between spouses more than any other financial issue. In this episode, we discuss the ways in which your spouse's debt will impact you, cases in which your spouse's debt is your responsibility, and how you and your spouse should approach debt as a team.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Experian article mentioned in the episode: https://www.experian.com/blogs/ask-experian/when-you-get-married-do-you-share-debt/
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In this episode we briefly discuss the ways that criticism, defensiveness, contempt, and stonewalling have a detrimental impact on marriages, and provide several specific strategies to effectively address and overcome these negative communication patterns.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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As a follow-up to Episode 134, I answer a few questions from listeners about why it's so important that both spouses participate together in my financial planning process, and discuss some strategies for getting your spouse on board with the idea of improving your family's financial situation.
To access the resources mentioned in this week's episode, check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at https://marriagecenteredmoney.com/bookTo schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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In this episode, we discuss the concept of money scripts and how these unconscious financial beliefs drive our financial decisions. We also discuss why money scripts are often the key to unraveling a couple's financial differences and how to go about addressing money scripts in your marriage.
To get access to the money script assessment mentioned in the episode, email [email protected]
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
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Back in Episode 76, we first talked about the concept of financial infidelity. In this episode, we discuss several strategies for how to prevent and address financial infidelity in your family
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact or email me at [email protected]
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In this episode, I share what I've learned on my journey from being a financial planning math nerd, to being unexpectedly dubbed a "financial therapist" by several clients, to becoming a Certified Financial Therapist-I™ Practitioner. People often have a preconcieved notion about what financial therapy is - and what it isn't - and we explore these ideas in detail in this episode.
To schedule a free breakthrough session with me, visit https://pacesetterplanning.com/contact
Prior episodes mentioned in the podcast:
#2 - My Money and Marriage Story #44 - The Rider, the Elephant, and "Retail Therapy" -
The three step framework couples should use to measure progress in their financial plan.
Want to learn more? Head to the new and improved https://pacesetterplanning.com/
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Back in March, the National Association of Realtors agreed to pay $418,000,000 to settle a series of lawsuits about realtor compensation.
Longtime listeners of the podcast will know that I've had quite a bit to say about how the real estate industry operates over the years... and while I had initially planned to wait until some of the details were ironed out before weighing in, there were a few things I needed to get off my chest. Enjoy this episode of the podcast!
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Over the past six months or so, I've received a number of questions from listeners of the podcast about my work. In this week's episode, I answer a few common questions and take you behind the scenes of my website revamp.
To schedule a free breakthrough session, visit https://pacesetterplanning.com/contact
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"What happens if _____ changes in the future?" is one of the most common questions I get from my financial planning clients. In this episode, we discuss three of the most common future changes I get asked about - college savings, retirement savings, and Social Security.
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Money is a really difficult subject to talk about. And at the same time, we all know that communication is one of the keys to a strong marriage.
In this episode, we discuss specific tips on how to set up your financial conversations for success, some specific communication patterns to focus on, and how to structure financial conversations to decrease money fights.
For more tips, check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at https://marriagecenteredmoney.com/book
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To get your new family off on the right foot, it’s critically important to have a proven strategy for how to merge finances after marriage. In this episode, we discuss nine tips for couples on how to combine finances in a way that is customized to you and your spouse's unique money habits, attitudes, and values.
Check out my book Marriage-Centered Money: Get on the Same Financial Page and Achieve Your Life Goals Together at https://marriagecenteredmoney.com/book
If you want to read the article I mentioned toward the end of this episode on picking health insurance plans, check out https://pacesetterplanning.com/pickinghealthinsurance/
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In this week's episode, we discuss the one question I'll never answer for a client, and why I won't answer it. We then shift gears to focus on how to think about the underlying question in a way that is more in line with the goals in your plan.
Additionally, we discus a scheduling change - episodes will now be coming out every other Thursday, but they will be significantly longer than previous episodes. Love the format change? Hate the format change? Either way, email me (bill at pacesetterplanning dot com) and let me know!
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